BerganKDV Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

BerganKDV Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$45.8K	Buy	+574	New	+$43.2K	﹤0.01%	389

Other funds holding MOAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BerganKDV Wealth Management's MOAT Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in VanEck Morningstar Wide Moat ETF (MOAT) in Q2 2023: 574 shares worth $45.8K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings.

458 funds tracked by Wall St. Rank hold MOAT as of Q2 2023.

BerganKDV Wealth Management held 574 shares of VanEck Morningstar Wide Moat ETF worth $45.8K as of Q2 2023.
VanEck Morningstar Wide Moat ETF was a new BerganKDV Wealth Management position in Q2 2023.
VanEck Morningstar Wide Moat ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #389 holding.
458 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.